John McInerney - Morgan Stanley

Planning Alliance, a Guardian agency, is part of a Fortune 250 global financial services company that is committed to providing individuals and businesses with the financial guidance and protection they need to lead a life well lived. Guardian’s offerings range from life insurance, disability income insurance, annuities, wealth management and investments to dental, vision, and 401(k) plans. Guardian has approximately 8,800 employees and a network of over 2,750 financial representatives in more than 58 agencies nationwide.

Dominion Financial Group, Ltd. is a financial planning firm located in Tinton Falls, NJ. They aim to simplify the complexities of investing, risk management, retirement planning, and wealth preservation for their clients. By providing the necessary information and guidance, Dominion Financial Group strives to establish long-lasting and trusted relationships with their clients. With a focus on diversification, they emphasize the importance of holding stocks in companies of different sizes to mitigate risks and maximize potential rewards. They also stay up-to-date with changes in U.S. tax laws related to retirement savings, ensuring their clients are aware of new provisions that may affect their financial plans. Dominion Financial Group offers a range of services, including wealth management, financial planning, benefit plans, and insurance, to help individuals and families achieve their financial objectives.Generated from the website